There is a case for Australian-based investors to tilt a bit to hedged global investments but while maintaining a still decent exposure to foreign currency.
The “news” as presented to us has always had a negative bent, but one could be forgiven for thinking that it’s become even more negative with constant stories of disasters, conflict, wrongdoing, grievance and loss. Consistent with this it seems that the worry list for investors is more threatening and confusing.
Oliver’s insights – 15 common sense tips to help manage your finances (11/7)
Oliver’s insights – Australian recession Q&A Why the worry? What’s the risk? And what would it mean for investors?
The unveiling of the independent Review of the RBA – “An RBA fit the future” – has received much attention with talk of a radical overhaul of the RBA. However, there is a real risk in grossly exaggerating the problem and undertaking a big change at the RBA with unclear benefits. In particularly there is a danger in assuming the approach employed by some foreign central banks must be better than our own.
Every so often the degree of uncertainty around investment markets surges and that’s been the case for more than a year now reflecting the combination of high inflation, rapid interest rate hikes, the high and rising risk of recession which has been added to in the last few weeks by problems in US and European banks.